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Chatwoot Setup

Chatwoot is the messaging backbone of PropPilot. It powers all customer conversations across WhatsApp, Telegram, and web widget channels.

What is Chatwoot?​

Chatwoot is an open-source customer engagement platform that PropPilot uses to:

  • Route messages from multiple channels
  • Store conversation history
  • Enable real-time messaging
  • Connect AI agents to customers
Automatic Provisioning

PropPilot automatically provisions Chatwoot for your organization. You don't need a separate Chatwoot account.

Accessing Chatwoot Settings​

  1. Go to Integrations in the sidebar
  2. Select the Chatwoot tab
  3. You'll see the connection status and available channels

Connection Status​

The Chatwoot card shows:

StatusMeaning
ConnectedChatwoot is set up and working
ProvisioningInitial setup in progress
ErrorConnection issue - action required
Not ConnectedNeeds initial setup

Initial Setup​

If Chatwoot shows "Not Connected":

  1. Click Connect Chatwoot or Provision
  2. Wait for automatic provisioning (1-2 minutes)
  3. Status changes to Connected when ready

The system automatically:

  • Creates your Chatwoot account
  • Configures webhooks
  • Sets up API integration
  • Prepares channel infrastructure

Available Channels​

After connecting, you can set up these channels:

ChannelStatusAction
Web WidgetConfigureSetup Guide
WhatsAppConfigureSetup Guide
TelegramConfigureSetup Guide
APIAvailableFor developers

Registering Your Bot​

To enable AI agents on channels, register your bot:

Step 1: Navigate to Bot Section​

  1. In the Chatwoot tab, find the Bot section
  2. Click Register Bot or Configure

Step 2: Enter Bot Details​

FieldDescription
Bot NameDisplay name for your AI assistant
DescriptionBrief description of what the bot does

Step 3: Save​

Click Save to register. The bot is now ready to be enabled on channels.

Webhook Configuration

The webhook URL is configured automatically. You don't need to set it manually.

Managing Channels​

Viewing Channel Status​

Each channel card shows:

  • Connection status (Connected, Error, Not Configured)
  • Bot status (Enabled, Disabled)
  • Last activity timestamp
  • Quick actions

Channel Actions​

ActionDescription
ConfigureSet up a new channel
TestVerify channel connectivity
RefreshUpdate status
View LogsSee recent activity

Provisioning Team Members​

When you invite team members, they can be provisioned to Chatwoot:

  1. Go to Members in the sidebar
  2. Find the member you want to provision
  3. Click Provision to Chatwoot
  4. Member can now access conversations

See Team Management for details.

Troubleshooting​

Connection Failed​

If Chatwoot won't connect:

  1. Check your internet connection
  2. Click Retry on the error message
  3. Wait a few minutes and try again
  4. Contact support if issues persist

Channel Errors​

If a specific channel shows errors:

  1. Review the error message in Recent Activity
  2. Check credentials are correct
  3. Use Test action to diagnose
  4. Reconfigure the channel if needed

Messages Not Delivering​

If messages aren't reaching customers:

  1. Verify channel is in Connected status
  2. Check bot is Enabled on the channel
  3. Review webhook configuration
  4. Check rate limits haven't been exceeded

Security​

PropPilot takes security seriously:

  • All credentials are encrypted before storage
  • API keys use AES encryption
  • Webhooks use secret verification
  • Access is role-based
Credential Security

Never share your Chatwoot credentials. PropPilot stores them securely and you don't need to enter them elsewhere.

What's Next?​

Set up your messaging channels: